1834 Investment Advisors’s JPMorgan Chase JPM Stock Holding History

1834 Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.93M	Sell	23,565 -117	-0.5%	-$35.5K	0.87%	32
2025 Q4	$7.63M	Sell	23,682 -602	-2%	-$186K	0.96%	30
2025 Q3	$7.66M	Sell	24,284 -35	-0.1%	-$10.4K	0.94%	30
2025 Q2	$7.05M	Sell	24,319 -121	-0.5%	-$30.9K	0.89%	36
2025 Q1	$6M	Sell	24,440 -1,320	-5%	-$337K	0.77%	40
2024 Q4	$6.18M	Sell	25,760 -1,612	-6%	-$375K	0.78%	37
2024 Q3	$5.77M	Sell	27,372 -1,945	-7%	-$410K	0.67%	45
2024 Q2	$5.93M	Sell	29,317 -1,044	-3%	-$204K	0.71%	44
2024 Q1	$6.08M	Sell	30,361 -15,892	-34%	-$2.87M	0.72%	45
2023 Q4	$7.87M	Sell	46,253 -6,654	-13%	-$1.01M	0.94%	29
2023 Q3	$7.67M	Sell	52,907 -8,991	-15%	-$1.35M	0.95%	27
2023 Q2	$9M	Sell	61,898 -9,388	-13%	-$1.29M	1.07%	24
2023 Q1	$9.29M	Buy	71,286 +2,082	+3%	+$285K	1.11%	23
2022 Q4	$9.28M	Sell	69,204 -1,730	-2%	-$219K	1.33%	20
2022 Q3	$7.41M	Sell	70,934 -867	-1%	-$99.5K	1.11%	29
2022 Q2	$8.09M	Buy	71,801 +560	+0.8%	+$69.4K	1.14%	30
2022 Q1	$9.71M	Sell	71,241 -2,321	-3%	-$343K	1.19%	25
2021 Q4	$11.6M	Buy	73,562 +385	+0.5%	+$63.2K	1.32%	21
2021 Q3	$12M	Sell	73,177 -289	-0.4%	-$45.3K	1.46%	16
2021 Q2	$11.4M	Sell	73,466 -942	-1%	-$148K	1.38%	18
2021 Q1	$11.3M	Sell	74,408 -8,065	-10%	-$1.16M	1.47%	16
2020 Q4	$10.5M	Sell	82,473 -1,745	-2%	-$195K	1.4%	21
2020 Q3	$8.11M	Buy	84,218 +1,038	+1%	+$102K	1.18%	31
2020 Q2	$7.82M	Buy	83,180 +6,851	+9%	+$650K	1.24%	27
2020 Q1	$6.87M	Sell	76,329 -21,852	-22%	-$2.65M	1.31%	23
2019 Q4	$13.7M	Sell	98,181 -14,048	-13%	-$1.8M	2.1%	11
2019 Q3	$13.2M	Sell	112,229 -2,036	-2%	-$230K	1.92%	13
2019 Q2	$12.8M	Sell	114,265 -2,163	-2%	-$238K	1.93%	12
2019 Q1	$11.8M	Sell	116,428 -2,014	-2%	-$207K	1.8%	12
2018 Q4	$11.6M	Buy	118,442 +456	+0.4%	+$48.6K	1.94%	8
2018 Q3	$13.3M	Buy	117,986 +4,631	+4%	+$526K	1.94%	8
2018 Q2	$11.8M	Buy	113,355 +878	+0.8%	+$96.3K	1.85%	8
2018 Q1	$12.4M	Sell	112,477 -3,269	-3%	-$370K	2.11%	6
2017 Q4	$12.4M	Buy	115,746 +3,156	+3%	+$320K	1.95%	6
2017 Q3	$10.8M	Sell	112,590 -4,157	-4%	-$383K	2.01%	8
2017 Q2	$10.7M	Buy	116,747 +2,943	+3%	+$254K	2.01%	6
2017 Q1	$10M	Sell	113,804 -10,747	-9%	-$948K	1.92%	7
2016 Q4	$10.7M	Buy	124,551 +2,125	+2%	+$162K	2.17%	5
2016 Q3	$8.15M	Buy	122,426 +553	+0.5%	+$36.1K	1.77%	14
2016 Q2	$7.57M	Buy	121,873 +1,429	+1%	+$89.3K	1.64%	14
2016 Q1	$7.13M	Buy	120,444 +9,061	+8%	+$529K	1.63%	12
2015 Q4	$7.36M	Sell	111,383 -7,522	-6%	-$490K	1.73%	10
2015 Q3	$7.25M	Buy	118,905 +2,019	+2%	+$132K	1.8%	8
2015 Q2	$7.92M	Sell	116,886 -1,553	-1%	-$101K	2.16%	6
2015 Q1	$7.17M	Buy	118,439 +2,420	+2%	+$143K	1.95%	6
2014 Q4	$7.26M	Sell	116,019 -9,831	-8%	-$592K	2.01%	6
2014 Q3	$7.58M	Buy	125,850 +847	+0.7%	+$49.5K	2.09%	6
2014 Q2	$7.2M	Buy	125,003 +7,358	+6%	+$414K	1.95%	6
2014 Q1	$7.14M	Buy	117,645 +1,328	+1%	+$76.7K	2.09%	5
2013 Q4	$6.8M	Sell	116,317 -1,115	-0.9%	-$61.1K	2%	5
2013 Q3	$6.07M	Sell	117,432 -1,808	-2%	-$97K	1.99%	6
2013 Q2	$6.29M	Buy	+119,240	New	+$6.06M	2.16%	6